Key Financial Metrics Buyers Should Analyze When Purchasing a CPA Firm

Purchasing a CPA firm can be a profitable investment—but only if you understand the financial metrics that truly matter. Beyond top-line revenue, savvy buyers dig deeper into profitability, client loyalty, and operational stability to ensure they are making a smart acquisition. Whether you’re a first-time buyer or an experienced investor, here are the key financial […]
How to Maintain Confidentiality When Selling Your CPA Firm: Tips on Protecting Sensitive Information

Selling a CPA firm requires balancing attracting severe buyers and keeping the process confidential. Confidentiality is a critical concern for business owners, as leaking information about a potential sale can lead to client uncertainty, employee anxiety, and even damage to the firm’s reputation. Here are some essential tips for maintaining confidentiality throughout the sales process […]
CPA Firm with Lucrative Return Averages – $910,000 on $852,000 of Revenue – Serving Mesa, Arizona

How to Find Serious Buyers When Selling Your CPA Practice
At some point, most CPAs reach the point when it is time to sell their practice. Retirement, health or family issues, whatever the case may be, if you do not already have a successor, there will come a time when you need to look for a buyer. If you are just in the early stages […]